Chinese semiconductor industry

BlackWindMnt said:

What i wanted to say was that Huawei for a certain amount was prepared against component being blocked and could quickly replace those components in the first round of the tech war. I don't think China or Huawei expected the US to change the rule this much that they could block TSMC from accepting new Huawei orders after September 2020. If you ask me there wasn't enough time for China or Huawei to prepare for this level of game breaking changes that the US implemented anyway. That is the power of the euro dollar system and the far reaching arm of the US law.

Outside of the top end access to fabs, Huawei seems to be doing fine. Their top end mobile segment will recover in a year of 5~6 when domestic fab capability are good enough. Top end hardware is not the moneymaker, its top end software that will give you a license to print money.

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Their previous main source of revenue cellphone is gradually sliding to extinction. The trend clearly going that way.

Oldschool said:

I only interested in semiconductor not low ended stuffs.

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Well then don't ask about all parts in military equipment. Obviously, to any English speaker, parts =/= only semiconductors. You made the assumption that there were no Chinese parts in American weapons and you were proven wrong, so to save face you tried to pretend that only semiconductors count as parts.

You tried to say that it is unacceptable for any foreign parts to appear in Chinese military or space systems then I showed you the circumstances would allow their safe useage until domestic alternatives arrive. You have no answer to that.

You said that being educated in a tech major amounts to brainwashing Chinese students and indenturing them to American tech but in fact, these people drove China into the largest/fastest tech expansion in the world in both indigenization of fundamentals as well as building upon them. The US government wishes to prevent Chinese STEM students from continuing to study in the US to return to China, all evidence against your claim.

You were proven wrong on every one of these points and now you want to sound tough/smart as if everything less advanced than semiconductors isn't worth your time when in fact, you started all of these points and after you were defeated, you tried to disown them.

manqiangrexue said:

Well then don't ask about all parts in military equipment. Obviously, to any English speaker, parts =/= only semiconductors. You made the assumption that there were no Chinese parts in American weapons and you were proven wrong, so to save face you tried to pretend that only semiconductors count as parts.

You tried to say that it is unacceptable for any foreign parts to appear in Chinese military or space systems then I showed you the circumstances would allow their safe useage until domestic alternatives arrive. You have no answer to that.

You said that being educated in a tech major amounts to brainwashing Chinese students and indenturing them to American tech but in fact, these people drove China into the largest/fastest tech expansion in the world in both indigenization of fundamentals as well as building upon them. The US government wishes to prevent Chinese STEM students from continuing to study in the US to return to China, all evidence against your claim.

You were proven wrong on every one of these points and now you want to sound tough/smart as if everything less advanced than semiconductors isn't worth your time when in fact, it's because you were defeated on all of the points that you started.

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This is a semiconductor thread and everything revolves around that.

Oldschool said:

Taiwanese analysts 4:47 state that TSMC 28nm tech expansion at China is in sync with US strategy, to undermine SMIC inside China

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Amateurs here argue just the same of arguing, clearly have no clues of what's going on.

Oldschool said:

Amateurs here argue just the same of arguing, clearly have no clues of what's going on.

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Fake experts/landlords/pilots here proudly repost obvious by-the-book corporate strategies ad nauseum hoping to pass that as "semiconductor knowledge" when they lose every debate they start:

"Obviously, to any English speaker, parts =/= only semiconductors. You made the assumption that there were no Chinese parts in American weapons and you were proven wrong, so to save face you tried to pretend that only semiconductors count as parts.

You tried to say that it is unacceptable for any foreign parts to appear in Chinese military or space systems then I showed you the circumstances would allow their safe useage until domestic alternatives arrive. You have no answer to that.

You said that being educated in a tech major amounts to brainwashing Chinese students and indenturing them to American tech but in fact, these people drove China into the largest/fastest tech expansion in the world in both indigenization of fundamentals as well as building upon them. The US government wishes to prevent Chinese STEM students from continuing to study in the US to return to China, all evidence against your claim."

Perhaps you guys should take this back and forth to private messages? 5 pages of name calling and finger pointing so far.

A brief questioning of credibility is understandable, but taking up half a dozen pages without relevance and contribution to the topic isn't helpful.

Ask the mods to create a 'Member Credibility Questioning Thread'

Oldschool said:

Chinese people don't really give a damn about enforcing US rules inside China.

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Chinese aren't enforcing US trade regulations

Oldschool said:

Amateurs here argue just the same of arguing, clearly have no clues of what's going on.

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I really don't care what they have to say. China has the authority to deny the expansion and they aren't denying it. There's near infinite demand for 28nm wafers in China and an additional 20kwpm from TSMC isn't going to significantly alter market dynamics or make entry prohibitively expensive for SMIC. And FDI ends up improving technical knowledge

Strangelove said:

Merging Dept of Microelectronics and Nanoelectronics and the Department of Electrical Engineering, focusing on memory, reconfigurable computing, EDA, semiconductor equipment, and materials.
...
The School of Integrated Circuits will be built from the former Department of Microelectronics and Nanoelectronics and the Department of Electrical Engineering, focusing on memory, reconfigurable computing, EDA, semiconductor equipment, and materials.
The disciplinary configuration of the School of Integrated Circuits will be based on physics, chemistry, and materials science, involving electronic information, instrumentation science and technology, electrical engineering, and mechanical engineering.

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This seems to me to be a step backwards. The idea of making a School of Integrated Circuits in itself is fine. But they seem to be focusing on applied technology and de-emphasizing more leading edge research with this move. Also there is a lot more to the sector than "memory, reconfigurable computing, EDA, semiconductor equipment, and materials". What about MEMS and things like that? It is a good thing they are adding the last three to the objectives but there is a lot more to ICs than that.

In short it is a good idea they are focusing this new school on solving the practical problems but I think hyperfocusing on ICs might create problems down the road. Especially if they only focus on memory and logic ICs.

30%? Whats the industry average, and what is a reasonable rate of improvement that we can expect from SMEE?